Life Goals

I thought this USA Today article was interesting. It reviews a study that shows retirees are less satisfied today than they were in the past (1998-2012). A few key takeaways: 95% of retirees prefer to spend their money on experiences instead of things. Money isn’t everything, but retirees with more money reported having more satisfaction in…

Listening is one of the most important aspects of our job. We can not help our clients accomplish their goals if we don’t listen well enough to hear them. Furthermore, each client is different so we must listen with fresh ears rather than with a preconceived idea of what their priorities are or should be.…

The key to building wealth is really quite simple. Live within your means, save and invest 10-20% of your earnings, and repeat that process for 30-40 years. If you can do those few things, you WILL be wealthy. Unfortunately, so many families struggle to accomplish this. The biggest hurdle to building wealth is what I call…

When you were young, did you ever dream of being a mermaid? Or perhaps, it was being a ninja? Check out these vacation ideas that can turn your childhood dreams into a reality! http://www.foxnews.com/travel/2017/04/05/vacation-ideas-for-turning-6-childhood-dreams-into-reality.html

“We insure against what can go wrong in order to acquire the luxury of investing for what can go right!” Nick Murray Nobody likes talking about death, disability, or the bad things that can happen in life. But, that does not mean they aren’t important to consider. Last week, we talked about Retirement planning and the…

“If you fail to plan, you are planning to fail.” –Benjamin Franklin Last week, we talked about Cash Flow and the importance of spending less than you earn. Often, we find ourselves living paycheck to paycheck because we have never practiced the skill of delayed gratification. Retirement is very similar. Planning for retirement often…

“The art of living easily as to money is to pitch your scale of living one degree below your means.” –Sir Henry Taylor We all want our lives to be great. We have goals, dreams, and ideas for how our future should look. Last week, we outlined the first step…Dream. After you’ve outlined…

Over the next few weeks, we will walk through our financial planning process from start to finish. We will be revealing all of our “secrets.” The funny thing is that it’s NOT a secret! The process and principles have been known and discussed for thousands of years. Let’s dive in… Step 1 – DREAM You…

We love to learn from inspiring people. For me, Elon Musk is super inspirational. He is confident that he can change the world and he does things most people would say are impossible. From SpaceX to Tesla, he’s got some cool projects going on. Read about how he plans to change traffic forever with…